SCHWAB STRATEGIC TR's ticker is SCHM and the CUSIP is 808524508. A total of 768 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,531 | -4.7% | 392 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $27,844 | +4.7% | 392 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $26,597 | +3.4% | 392 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $25,719 | +7.2% | 392 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 392 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $25,000 | -16.7% | 392 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $30,000 | -6.2% | 392 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $32,000 | +6.7% | 392 | 0.0% | 0.02% | -5.0% |
| Q3 2021 | $30,000 | -3.2% | 392 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $31,000 | +6.9% | 392 | 0.0% | 0.02% | +31.2% |
| Q1 2021 | $29,000 | +7.4% | 392 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $27,000 | +22.7% | 392 | 0.0% | 0.02% | +14.3% |
| Q3 2020 | $22,000 | +4.8% | 392 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $21,000 | +75.0% | 392 | +41.5% | 0.02% | +50.0% |
| Q1 2020 | $12,000 | – | 277 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONEYWISE, INC. | 285,100 | $19,344,041 | 12.51% |
| Pillar Wealth Advisors, LLC | 142,112 | $9,642,320 | 9.61% |
| Newton One Investments LLC | 210,297 | $14,268,626 | 8.57% |
| Mokosak Advisory Group, LLC | 291,229 | $19,761,508 | 8.42% |
| Legacy Wealth Management, Inc | 1,341,183 | $90,999,298 | 8.14% |
| Noble Family Wealth, LLC | 328,419 | $22,283,230 | 7.60% |
| Fragasso Group Inc. | 963,205 | $65,353,469 | 7.44% |
| HHM Wealth Advisors, LLC | 532,677 | $36,142,145 | 7.38% |
| Sightline Wealth Advisors, LLC | 105,544 | $7,161,177 | 7.32% |
| Summit Financial Strategies, Inc. | 543,308 | $36,863,418 | 7.26% |